The Manage Owner Mapping feature was designed to allow you to easily handle ownership transitions. Mapping owners can be used for any number of reasons, such as transitioning records from one sales representative to a new one or managing ownership for inactive owners. Take for example inactive users. When a user leaves your organization, you […]
When viewing records side-by-side on the merge or convert grids, you have additional ways to handle records: Protect in Cloudingo: the record cannot be merged/converted or updated, but will still be shown in the grid Hide from Cloudingo: the record will not be shown in the grid as a duplicate Delete from Salesforce: instantly deletes […]
It is recommended that you take a little time in the beginning to see how your records will be handled. After you have created your merge rules, randomly view a few groups of duplicates to see if the merge preview is populated the way you want it. Then manually merge the group and check the […]
The best way to mass update account and contact owners is directly within Salesforce. If you have the proper Salesforce privileges and access rights, use the “Transfer Accounts” link at the bottom of the Accounts tab. The Mass Transfer method will transfer all the related contacts, opportunities, notes, and activities belonging to the existing owner. […]
Is it possible to edit the record information prior to merging? Scenario: You have two separate accounts for John Smith and Sally Smith and you want to merge them. But how do you change the account name to reflect ‘John & Sally Smith’ rather than only one name being merged? Solution: Each field or cell […]
To make it easy for you to rapidly work through your duplicate groups, we made the merge grid display customizable. Here are five techniques that you may not know exist inside Cloudingo.
Do you utilize the convenience and power of inline editing? The inline editing feature can be found throughout Cloudingo – inside the merge grid, within converting tables, and in the Import Wizard. An example of when inline editing can be helpful is if you have two duplicate records but you notice that all three have […]
When merging records, Salesforce always preserves the Oldest Create Date of the records that you are merging, no matter what date is displayed in the merge preview or on the master record. When importing records using the Import Wizard, Cloudingo assigns a temporary create date as the beginning of time to records in the import […]
Leads and Contacts are people. Accounts are companies. Converting Leads to Contacts will keep the Contact and move all of the attached objects from the Lead to the Contact. Converting Leads to Accounts will convert the Leads to Contacts that are now associated with the existing Account.
When manually reviewing your duplicate Contact records, Cloudingo will associate the merged Contacts with the Account linked to the Master record. You may select a different Account (click ) or create a new Account (click ) on the Merge Preview column.